Brandywine GLOBAL

While some might dismiss U.S. high yield as having “tight spreads and low yields,” we believe it may be one of the safest places to target a positive real return in an uncertain environment.

U.S. High Yield Offers Safer Middle Ground

Oct 11 2021 | Bill Zox, CFA, John McClain, CFA, Jack Parker, CFA, Amer A. Hasan, CFA

While some might dismiss U.S. high yield as having “tight spreads and low yields,” we believe it may be one of the safest places to target a positive real return in an uncertain environment.

While the key variable in the macro outlook continues to be the pandemic, Francis Scotland discusses how monetary policy, inflation, and other factors may impact the trajectory toward normalization.

Global Macro Update with Francis Scotland

Oct 13 2021 | Francis A. Scotland

While the key variable in the macro outlook continues to be the pandemic, Francis Scotland discusses how monetary policy, inflation, and other factors may impact the trajectory toward normalization.

The Evergrande crisis has brought a reckoning to China for the country’s high growth days. We evaluate the possible contagion effects, policy expectations, and investment implications.

The Great Reckoning—Reflecting on the Evergrande Saga

Sep 23 2021 | Tracy Chen, CFA, CAIA

The Evergrande crisis has brought a reckoning to China for the country’s high growth days. We evaluate the possible contagion effects, policy expectations, and investment implications.

Jack McIntyre sees China’s Evergrande crisis as more of a potential market contagion than an economic one. However, as he explains in this interview, the selloff is a reminder that valuations are lofty.

Not an Economic Contagion

Sep 21 2021 | Jack P. McIntyre, CFA

Jack McIntyre sees China’s Evergrande crisis as more of a potential market contagion than an economic one. However, as he explains in this interview, the selloff is a reminder that valuations are lofty.